Amagi Media Labs Limited has informed the Exchange about Shareholder Letter for Q4 FY26
AMAGI · price
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Amagi Media Labs delivered strong FY26 results with revenue of ₹1,505.6 Cr (+29.5% Y/Y) and Q4 revenue of ₹397 Cr (+28.5% Y/Y). The company turned PAT-positive for the full year at ₹71.7 Cr vs a loss of ₹68.7 Cr in FY25, driven by operating leverage as opex as a percentage of revenue fell to 58.7% from 86.8%. Adjusted EBITDA reached ₹155.7 Cr (10.3% margin) vs ₹23.5 Cr (2.0%) in FY25. Operating flywheel metrics strengthened across all dimensions: cumulative hours processed grew 51% Y/Y to 876k, channel deliveries rose 33% to 9,425, distributors increased 24% to 407, and monetized impressions surged 62% to 42.4 billion. The company also launched its AI-first product NEWSPULSE and won NAB Show Product of the Year, while adding 78 new platform partners. Cash position stands at ₹1,664 Cr with zero debt. A transfer pricing assessment order for AY2023-24 (₹17.91 Cr adjustment) was received but has no immediate tax impact and no effect on FY26 financials.
Amagi demonstrated a rare combination of strong topline growth (29.5%) alongside sharp margin expansion (EBITDA margin up 8+ ppts) and a first full-year PAT profit, signaling the business model has reached meaningful operating scale. The strong flywheel metrics and 125.9% NRR indicate continued expansion from the existing customer base, while AI product launches position the company for the next leg of growth. Shareholders can view this as a pivotal year where Amagi transitioned from loss-making to profit-generating while maintaining high growth.